Senior Tax Manager - Private Clients (CHB)

About the role

The Senior Tax Manager will oversee the tax preparation and technical review process for primarily complex, closely held businesses ensuring compliance with state and federal tax regulations. The team serves primarily passthrough entities and their individual business owners.

Responsibilities

• Developing and sustaining excellent client relationships with some of the top real estate companies in our market
• Performing technical review of tax returns with varying complexity
• Identifying and recommending creative solutions to complex client issues
• Reviewing operating agreements, letters of intent, purchase agreements, and other legal documentation related to tax transactions
• Monitoring economic performance of engagements, including billing and collections
• Recruiting, developing, and motivating team members, creating pools of ready-now leaders
• Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions to clients and prospects
• Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business

Requirements

• Minimum of a Bachelor’s degree in Accounting or Finance; Masters in Tax preferred; or equivalent combination of relevant education and experience
• 7+ years of recent public accounting firm experience, including managing multiple real estate tax projects and client engagements
• Significant experience working within the real estate industry and on all types of entity and individual taxes, especially partnerships
• CPA certification
• Leadership and project/team management skills
• Excellent communication and networking acumen
• Ability to manage and grow strong customer relationships
• Experience with tax software and technology

Benefits

Generous time away and paid firm holidays, including the week between Christmas and New Year’s

16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)

First-class health and wellness benefits, including wellness coaching and mental health counseling

One-on-one professional coaching

Lifetime leadership and career development programs

Access to Beyond: a one-of-a-kind program with experiences that help you expand your life, personally and professionally